Advocate Group
HROW icon

Advocate Group’s Harrow HROW Stock Holding History

Advocate Group’s Portfolio HROW Stock Details HROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$272K Hold
8,824
– – 0.04% 109
2026
Q2 		$375K Hold
8,824
– – 0.06% 100
2026
Q1 		$311K Hold
8,824
– – 0.05% 106
2025
Q4 		$432K Hold
8,824
– – 0.07% 97
2025
Q3 		$425K Hold
8,824
– – 0.07% 95
2025
Q2 		$269K Buy
+8,824
New +$237K 0.05% 107

Other funds holding HROW

Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Advocate Group's HROW Position: Q3 2026 in Review

Advocate Group held its Harrow (HROW) position steady in Q3 2026 at 8,824 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #109.

Advocate Group first reported a position in HROW in Q2 2025 and has held it in 6 quarters since. The position peaked at $432K in Q4 2025. 51 funds tracked by Wall St. Rank hold HROW as of Q3 2026.

  • Advocate Group held 8,824 shares of Harrow worth $272K as of Q3 2026.
  • Advocate Group left its Harrow share count unchanged in Q3 2026.
  • Harrow made up 0.04% of Advocate Group's portfolio in Q3 2026, its #109 holding.
  • Advocate Group first reported a position in Harrow in Q2 2025 and has held it in 6 quarters since.
  • Advocate Group's Harrow position peaked at $432K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Harrow as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.